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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,445 | $82,674-72.9% | $125,363-82.1% | $68,495-67.2% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -19.49% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,306 | $3,382-61.4% | $4,815-72.9% | $2,596-49.7% |
| Participant deferral / active EE | $2,611 | $6,111-57.3% | $7,447-64.9% | $4,028-35.2% |
| Admin fee / account holder | $802 | $6,276-87.2% | $10,005-92.0% | $5,403-85.2% |